Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

Plan sponsors and advisors, building a relationship with your 401k or benefits plan auditor is better than any questionnaire. Here’s why. No matter if you’re a 401(k) plan sponsor or advisor, you know your decisions have a major impact on plan administration and...
7/31 deadline for Cycle 3 restatement

7/31 deadline for Cycle 3 restatement

It may seem everything is going well with your pre-approved 401(k) plan. But are you on course for Cycle 3 restatement? Pre-approved plans are those sold to employers by qualified financial institutions or benefits providers. Approximately every six years, the IRS...